Advanced Estate Planning

$990.00 – $2,750.00

The advanced estate planning course in View University is designed to build on the introductory and intermediate courses.

Total CPD hours: up to 12.5 hours

SKU: N/A Categories: , Tags: , , , ,

Advanced Estate Planning

Estate planning is the process of ensuring wealth is dealt with, after death, as intended.

An appropriate estate plan minimises the impact of challenges against the arrangements and costs such as stamp duty, tax and administration expenses.

The advanced estate planning course in View University is designed to build on the introductory and intermediary courses.

While it is not compulsory to have completed the introductory and intermediary courses, participants are expected to have a very strong foundation in all the key aspects of estate planning.

Section 1: Overview
Introductory lecture
Preview Video
Access course materials via the ‘Course’ tab on your ‘My account’ page
Lecture 1 - Summary of Course
Preview Video
Access course materials via the ‘Course’ tab on your ‘My account’ page
Lecture 2 - Overview summary
Download the course overview summary
Section 2: Tailored Testamentary Trusts
Lecture 3 - Advanced Estate Planning - Tailored Testamentary Trusts
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 4 - Beneficiaries with Particular Needs
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 5 - What are some of the steps taken in relation to regulating control of testamentary trusts
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 6 - Taxation Consequences of Testamentary Trust Distributions – Part I
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 7 - When will ‘master’ trusts be uncommercial?
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 8 - Taxation Consequences of Testamentary Trust Distributions – Part II
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 9 - Advanced Estate Planning - Tailored Testamentary Trusts
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 10 - Segregating assets via multiple TDTs
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 11 - Single v multiple testamentary trusts: The ‘hybrid’ approach
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 12 - Important considerations when establishing a TDT
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 13 - Advanced Estate Planning - Tailored Testamentary Trusts
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 3: Tailored Estate Planning
Lecture 14 - Advanced Estate Planning - Tailored Estate Planning
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 15 - CGT
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 16 - Tax equalisation provisions
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 17 - Structuring trusts for intergenerational transfers
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 18 - Optional testamentary trusts
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 19 - A 101 tip in relation to executors
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 20 - Testamentary Trusts and Excepted Trust Income
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 21 - Advanced Estate Planning - Tailored Estate Planning
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 22 - When will a single testamentary trust be preferred?
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 23 - Single v multiple testamentary trusts: The debate
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 24 - When will a multiple testamentary trust be preferred?
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 4: Estate Planning in Practice
Lecture 25 - Advanced Estate Planning - Estate Planning in Practice
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 26 - Where to Start?
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 27 - Single v multiple trusts: The debate continues
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 28 - Do ‘cascading’ testamentary trusts cause a tax problem
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 29 - Cascading testamentary trusts and stamp duty risks
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 30 - Where are we at with trusts?
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 31 - Advanced Estate Planning – Estate Planning in Practice
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 32 - When do wills need updating?
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 33 - Memos of directions in relation to trusts
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 34 - Signing estate planning documents
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 35 - Advanced Estate Planning – Estate Planning in Practice
Video
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 36 - Case study discussion
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Section 5: Bonus material
Lecture 37 - Flyer – gift and loan back strategy
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 38 - Flyer – testamentary trust overview
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 39 - Article – testamentary trust post-death – bespoke planning opportunities
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 40 - App – two View Legal iPhone and android apps
The content of this lesson is locked. To unlock it, you need to Buy this Course.
Lecture 41 - Superannuation checklist
The content of this lesson is locked. To unlock it, you need to Buy this Course.